Islamic Financial Planner

3 weeks ago


Singapore MFA Group, AIA Full time

About Us:

At MFAGROUP, we focus on Islamic Financial Planning & Shariah Compliant Investing. Our mission is to empower our clients to achieve their financial goals while upholding their faith and values.

 

Job Description:

We are seeking dynamic and driven individuals to join our team. In this role, you will be providing financial advice and solutions to clients, helping them navigate the complexities of financial planning while staying true to their religious beliefs. You will have the opportunity to build meaningful relationships with clients, understand their unique financial needs, and offer tailored solutions that align with Shariah principles.

 

Responsibilities:

  • Conduct comprehensive financial assessments for clients to understand their financial goals, risk tolerance, and investment preferences.
  • Educate clients on Shariah-compliant financial products and services offered
  • Develop personalized financial plans that align with clients' objectives 
  • Provide ongoing support and guidance to clients, monitoring their financial progress and adjusting strategies as needed.
  • Stay updated on the latest developments in Islamic finance and regulatory requirements.
     

Requirements:

  • Minimum full certificate in GCE 'A' Level, International Baccalaureate
  • Diploma qualification, diploma awarded by a polytechnic in Singapore or equivalent.
  • At least twenty-one years old(Based on MAS Requirements)
  • Self-motivated with a hunger to succeed in a competitive environment.
  • No experience needed. Training and Mentoring provided 

 

Benefits:

  • Performance-based incentives such as allowance, commission, quarterly bonuses and overseas trips
  • Extensive training and development opportunities to enhance your skills and knowledge
     

How to Apply:

If you are passionate about helping clients achieve their financial goals, we would love to hear from you. Please submit your resume and a cover letter outlining your relevant experience and why you are interested in joining MFAGROUP.

Join us in making a positive impact on the financial well-being of the community in Singapore



  • Singapore MFA Group, AIA Full time

    About MFA Group, AIA:We are a leading provider of Shariah compliant financial solutions in Singapore.Job Description:We are seeking an experienced Islamic Financial Planner to join our team. In this role, you will be responsible for providing comprehensive financial advice and guidance to clients on Shariah compliant investment products and services.Key...


  • Singapore MFA Group, AIA Full time

    About Us We are MFAGROUP, a team dedicated to Islamic Financial Planning & Shariah Compliant Investing. Our mission is to empower our clients to achieve their financial goals while upholding their faith and values. Job Description We seek dynamic individuals to provide financial advice and solutions to clients, helping them navigate the complexities of...

  • Financial Planner

    2 weeks ago


    Singapore STAFFELLA RECRUITMENT AGENCY Full time

    Roles & ResponsibilitiesFinancial PlannerJob Description:We are looking for a dynamic and driven Financial Planner to join our team. In this role, you will provide expert financial guidance to clients, focusing purely on investment and fund management. You will help individuals and businesses grow their wealth through strategic financial planning, investment...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...


  • Singapore MFA Group, AIA Full time

    About Our Company:MFA Group, AIA is a leading provider of Shariah compliant financial solutions in Singapore.Job Title: Islamic Financial PlannerDescription:In this role, you will be responsible for providing comprehensive financial advice and guidance to clients on Shariah compliant investment products and services.Main Responsibilities:Conduct thorough...


  • Singapore EXCEDER CONSULTING PTE. LTD. Full time

    Roles & ResponsibilitiesJob Responsibilities:Do you wish to be a well respected financial planner and make a difference? Client Consultation: Understand their financial goals, needs, and current financial situation. Conduct comprehensive financial assessments, analyzing income, expenses, investments, debts, and risk factors. Financial Planning: Based on...

  • Wealth Planner

    3 weeks ago


    Singapore UNICORN FINANCIAL SOLUTIONS PTE. LIMITED Full time

    Roles & ResponsibilitiesJob Responsibilities1. Analyze clients' financial status (e.g. income, expenses and liabilities)2. Prepare financial plans according to clients' changing needs to ensure clients meet their goals.3. Understand consultants' advise with clients on current financial issues and make recommendations4. Support the consultants in building...

  • Financial Planner

    5 days ago


    Singapore PRUDENTIAL FINANCIAL ADVISERS SINGAPORE PTE. LTD. Full time

    Job DescriptionIn this role, you will be responsible for developing and implementing forecasting and reporting processes for key financial KPIs. This includes accuracy and completeness of KPI tracking and reporting, submission of business plans and forecasts, as well as communication of results to senior management and Group office.Key...


  • Singapore MANULIFE FINANCIAL ADVISERS PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...


  • Singapore GYC FINANCIAL ADVISORY PTE LTD Full time

    Roles & ResponsibilitiesCompany intro:GYC Financial Advisory is a leading provider of financial services in Singapore and one of the first in Comprehensive Financial Planning. We provide a full suite of wealth management services with a specialty in retirement planning for individuals and families, and legacy planning to ensure continued income for future...


  • Singapore TRUST RECRUIT PTE. LTD. Full time

    Job Brief:Trust Recruit Pte Ltd is seeking a talented Strategic Financial Planner to join our team. As a key member of our finance team, you will be responsible for developing and implementing financial plans that drive business growth and success.Key Responsibilities:* Develop and implement financial plans to achieve business objectives* Analyze financial...


  • Singapore MFA Group, AIA Full time

    Company OverviewMFA Group, AIA is a team dedicated to empowering our clients to achieve their financial goals while upholding their faith and values. Our mission is to provide innovative solutions that align with Shariah principles.About UsWe are committed to delivering exceptional client service and building meaningful relationships with our clients. Our...


  • Singapore Private Advertiser Full time

    Job OverviewWe are Private Advertiser, a leading financial services firm committed to helping individuals and businesses achieve their financial objectives. Our team is dedicated to delivering exceptional client service and expertise in financial planning and investment advice.Job SummaryThis is an exciting opportunity for a skilled Financial Service Advisor...

  • Wealth Planner

    3 weeks ago


    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • Wealth Planner

    2 weeks ago


    Singapore CAREER STORY PTE. LTD. Full time

    Roles & ResponsibilitiesWealth Planner Job OverviewThe Wealth Planner plays a key role in providing trust advisory services and managing family office accounts. This position is responsible for structured account conversions, ongoing account administration, and risk management to ensure client objectives are met while maintaining compliance with regulations...

  • Wealth Planner

    3 weeks ago


    Singapore ABUNDANT LIFE PLANNERS PTE LTD Full time

    Roles & ResponsibilitiesJob DescriptionWe are seeking a Wealth Planner with expertise in working with Ultra High-Net-Worth individuals and extensive experience in philanthropic planning. The ideal candidate will have an established portfolio of clients that they can transition to our firm, with a proven track record in offering bespoke financial solutions...

  • project planner

    1 day ago


    Singapore GATES PCM CONSTRUCTION LTD. Full time

    Roles & ResponsibilitiesPROJECT PLANNERJob Descriptions:Ability to understand and convert client's Project requirements into the required plan to be executed by the project team Prepare and update Project programming plan. Experience in Project planning, preferably in the railway industry Familiarity in the use of Risk and Product Management Software. ...


  • Singapore Just Recruit Singapore Pte Ltd Full time

    About the RoleAs a Wealth Planner, you will play a pivotal role in providing comprehensive financial planning services to valued clients. This full-time position offers the opportunity to make a significant impact within our dynamic organization.


  • Singapore MANULIFE (SINGAPORE) PTE. LTD. Full time

    Roles & ResponsibilitiesResponsibilities:Understand and address your clients' needs for income protection, savings and investments, healthcare, retirement, business continuity and estate distribution. Provide continual and extra-mile services and support to clients, assisting to achieve their financial needs through different stages of their lives. Acquire...

  • Project Planner

    1 day ago


    Singapore PERMANENT PERSONNEL SERVICES PTE LTD Full time

    Roles & ResponsibilitiesProject PlannerVisit www.ppsjob.com.sgResponsibilities:Ability to understand and convert clients Project requirements into the required plan to be executed by the project teamExperience in planning, preferably in the railway industryFamiliarity in the use of Risk and Product Management Software.Good knowledge of Project management...